Phillips Wealth Planners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $340K | Sell |
3,631
-31
| -0.8% | -$2.9K | 0.31% | 113 |
|
|
2025
Q1 | $330K | Sell |
3,662
-63
| -2% | -$5.67K | 0.35% | 99 |
|
|
2024
Q4 | $327K | Sell |
3,725
-52
| -1% | -$4.56K | 0.33% | 108 |
|
|
2024
Q3 | $350K | Sell |
3,777
-1,994
| -35% | -$185K | 0.34% | 106 |
|
|
2024
Q2 | $489K | Buy |
5,771
+34
| +0.6% | +$2.88K | 0.52% | 66 |
|
|
2024
Q1 | $459K | Sell |
5,737
-150
| -3% | -$12K | 0.53% | 63 |
|
|
2023
Q4 | $464K | Buy |
5,887
+134
| +2% | +$10.6K | 0.56% | 56 |
|
|
2023
Q3 | $416K | Buy |
5,753
+34
| +0.6% | +$2.46K | 0.56% | 61 |
|
|
2023
Q2 | $425K | Buy |
5,719
+42
| +0.7% | +$3.12K | 0.56% | 63 |
|
|
2023
Q1 | $420K | Sell |
5,677
-3,416
| -38% | -$253K | 0.56% | 65 |
|
|
2022
Q4 | $667K | Buy |
+9,093
| New | +$667K | 1.16% | 27 |
|